Capital Tax

Capital Tax is a tax and accounting firm that focuses on tax planning for small businesses, executives, and individuals with estate and trust needs. Its services include small business tax preparation and planning, bookkeeping, virtual CFO work, tax and accounting for contractors, expat taxes, cryptocurrency taxation, divorce taxes, and trust and estate planning covering living trusts, GRATs, and dynasty trusts. The firm also handles M&A tax matters such as sales, purchases, and due diligence.

The office is at 2121 N California Blvd in Walnut Creek, and the firm works with clients who want ongoing planning rather than just annual filing. Consultations are arranged by scheduling a meeting through the website or by phone. Walnut Creek is the firm's base, and it also lists locations in Palo Alto and Santa Monica.